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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,506 | $97,078+72.5% | $103,065+62.5% | $145,897+14.8% |
| Participation rate | 64.3% | 81.1%-16.9pp | 80.6%-16.3pp | 80.3%-16.0pp |
| Annual return | 12.51% | 25.49%-13.0pp | 23.95%-11.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,311 | $4,680-50.6% | $4,675-50.6% | $4,663-50.4% |
| Participant deferral / active EE | $4,959 | $6,601-24.9% | $6,625-25.1% | $6,689-25.9% |
| Admin fee / account holder | $53,045 | $12,505+324.2% | $9,349+467.4% | $13,390+296.1% |